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iShares S&P 500 Value ETF

756 hedge funds and large institutions have $10.2B invested in iShares S&P 500 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 242 increasing their positions, 307 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-65
Holders Change %
-7.92%
% of All Funds
16.7%
Holding in Top 10
65
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-17.72%
% of All Funds
1.44%
New
66
Increased
242
Reduced
307
Closed
118
Calls
$7.25M
Puts
$1.49M
Net Calls
+$5.76M
Net Calls Change
-$222K
Name Holding Trade Value Shares
Change
Shares
Change %
BEI
351
Benjamin Edwards Inc
Missouri
$963K +$67.7K +703 +8%
CPSC
352
Carl P. Sherr & Co
Massachusetts
$961K -$33K -343 -3%
HIS
353
Harvest Investment Services
Illinois
$961K +$476K +4,950 +98%
BAM
354
Baldrige Asset Management
Pennsylvania
$953K -$174K -1,804 -15%
BCWM
355
Blue Chip Wealth Management
Florida
$930K +$22.6K +235 +2%
BF
356
Blankinship & Foster
California
$929K +$929K +9,647 New
TFF
357
The Family Firm
Maryland
$928K -$116K -1,205 -11%
KP
358
Keel Point
Alabama
$917K -$127K -1,319 -12%
RJT
359
Raymond James Trust
Florida
$916K +$5.58K +58 +0.6%
DCM
360
Dimension Capital Management
Florida
$915K
KA
361
Kovack Advisors
Florida
$912K -$24.4K -253 -3%
AFAS
362
Acorn Financial Advisory Services
Virginia
$909K
IWC
363
Integrated Wealth Concepts
Massachusetts
$908K -$355K -3,687 -28%
ECM
364
ETrade Capital Management
Virginia
$903K +$43.2K +449 +5%
CFGS
365
Concourse Financial Group Securities
Alabama
$902K -$171K -1,771 -16%
OWA
366
Outlook Wealth Advisors
Texas
$902K +$141K +1,464 +19%
MG
367
Mather Group
Illinois
$898K -$238K -2,471 -21%
YWP
368
YorkBridge Wealth Partners
New York
$891K +$41K +426 +5%
FMII
369
Farmers & Merchants Investments Inc
Nebraska
$879K +$12K +125 +1%
CL
370
Choreo LLC
Illinois
$871K -$74.2K -771 -8%
GT
371
Glenmede Trust
Pennsylvania
$859K
HR
372
Hayden Royal
North Carolina
$851K +$126K +1,308 +17%
DW
373
Domani Wealth
Pennsylvania
$838K +$838K +8,704 New
CIAS
374
Capital Investment Advisory Services
North Carolina
$835K +$23.5K +244 +3%
PBO
375
Peoples Bank (Ohio)
Ohio
$814K +$10.6K +110 +1%